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Exposures in existing structures
Tax drag, probate, privacy erosion, and the cross-border, creditor and forced-heirship vulnerabilities most portfolios carry.
Free Webinar · For Professional Advisers
PPLI: The Adviser Advantage
How to structure Private Placement Life Insurance for HNW clients — and why most advisers never do.
Thursday 11 June 202614:00 GST (Dubai)Live on Zoom45 minutesCPD eligible
11:00 London · 12:00 Central Europe · 18:00 Singapore. Recording available for 14 days.
Places are limited to 40
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Why this webinar
Most UHNW clients don't need a new investment strategy
PPLI is one of the most useful structures available to HNW clients planning across borders. It is also one of the least used. Not because advisers don't rate it — but because it's technically more challenging, with multiple tax jurisdictions and a wide range of assets it can hold.
“They need a better structure around the ones they already have.”
This session closes the gap. In 45 minutes, Carlton Crabbe — who has placed $868m of life cover, with structures available to clients resident in over 150 countries — takes you through the structure, a diagnostic tool, five short case studies, and the commercial case PPLI makes for your own practice.
What we'll cover
The 45-minute agenda
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What PPLI is, and how it's built
The legal ownership contract; insurer on title, segregated account, and the liquid / insurance-dedicated-fund / SPV layers; and why it holds assets an offshore bond can't.
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The Wealth Outcome Index™
Six outcome dimensions scored before and after, turning suitability into a structured read you can show a client.
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Five anonymised cases
From wrapping a fragmented portfolio to intercepting a UK IHT clock from the UAE, to the US withholding-tax leak that compounds into the millions.
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AUM becomes SUM
How structuring the whole private client balance sheet changes trail, fees and the durability of your AUM, and the two ways to work with Capital for Life.
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Which clients to call tomorrow
The five situations that signal a PPLI conversation, and what to say.
What you'll learn
Take it back to your practice
How a PPLI wrapper is constructed
Why it accommodates asset classes a retail offshore bond cannot: property, private equity, private credit, company shares, digital assets.
Suitability with the Wealth Outcome Index™
Six dimensions — tax-efficiency, security, control, privacy, longevity, governance — scored before and after.
Where PPLI moves the needle most
High-turnover portfolios, income-heavy and alternative or post-liquidity strategies, real estate and the cross-border situations it resolves.
Thirty-year outcomes
From five case studies — including £8.5m of additional value on one portfolio and £11.3m of US withholding tax structurally removed.
How PPLI changes your practice economics
Larger mandates, a fee on every contribution, and sticky long-duration AUM — with two engagement routes that leave you holding the client relationship.
Figures shown are illustrative and depend on individual circumstances. This session is educational and does not constitute advice.
Who it's for
Built for advisers already in the room with HNW clients
Financial advisers and IFAs
Serving HNW or UHNW clients, in any jurisdiction.
Private bankers, trust officers, tax specialists
Who meet cross-border structuring needs.
Cross-border adviser profiles
Advisers with internationally mobile, business-owning or multi-jurisdiction clients.
PPLI-curious advisers
Anyone who has wondered whether PPLI belongs on the table for a client but wasn't sure how to assess it.
No prior PPLI experience needed. The session is built to be useful whether you have never placed one or have already placed several.
About the speaker
Carlton Crabbe
Carlton Crabbe
Founder and CEO, Capital for Life
Carlton has nearly 30 years advising HNW and UHNW clients on advanced insurance structures, with earlier roles at Barclays Private Bank and Grant Thornton. He has placed $868m of life cover with structures available in over 150 countries. Carlton is the author of the Capital for Life IUL Buyer Survey — the only primary research of its kind on the international HNW insurance market — and Capital for Life is a registered CPD provider. He has spoken at the HNW Adviser Middle East Conference at ICAEW London and been quoted in the Financial Times and The Business Times, Singapore.
What other advisers say
Trusted by senior advisers
Carlton's knowledge is invaluable in life assurance planning for HNW individuals.
Matt Tailford
Commercial Director, Hoxton Capital Management
There is nobody I am aware of in the industry who knows more about offshore planning and life assurance.
Simon Bullock
Founder, Mulberry Bow
Reserve your place
Reserve your place
The webinar is on Thursday 11 June 2026 at 14:00 GST. Places are limited to 40. A calendar invite is sent the moment you register. All registered attendees receive access to the recording for 14 days if they can't make it live.
For professional advisers only — not intended for retail clients.